GPT-5 lacks surprises? The AI commercialization wave is sweeping through U.S. stocks! These application stocks are poised to stand out.

At the launch meeting at 1am on August 8, Beijing time, the GPT-5 was widely anticipated, two and a half years after the GPT-4 was launched.

Compared to ChatGPT's stunning highlights, GPT-4's cross-platform upgrade, o1's worldwide shock, the launch of o1, the release looks remarkably bland: a less-than-stunning Benchmark, no shadows of new patterns; it's hard to spark interest and see a use-case demonstration with a bidding difference; and even a PPT display that's been caught incorrectly by netizens. Err, that together made up this 1 hour and 20 minute post session.

But there are also some highlights worth paying attention to. According to the Securities Times, the main highlights are as follows:

Integrated Model: The GPT-5 is an integrated model that combines the big language model GPT series and the inference model o series, which means that users no longer need to manually switch between different types of models during use.

Capability Enhancement: Based on test data made public by OpenAI, the GPT-5 shows top performance in math, programming, visual perception, and health, all significantly outperforming its predecessors, making it the most powerful model to date.

Illusion reduction: GPT-5 has a 45% lower truth error rate compared to GPT-4o; in deep thinking mode, the fact error rate is 80% lower than o3, making it more accurate and reliable.

Compared to major competitors Anthropic and Google, OpenAI's GPT-5 model costs considerably or even less for developers.

Nick Turley, ChatGPT team leader, said the new model is better than its predecessor in terms of response speed, response accuracy, and reduced “illusion.”

Ask Futubull AI:What are the advantages and disadvantages of GPT-5?

Although GPT-5 has not featured much this time, good command compliance and stability of model code output will substantially increase AI application's ability to transform, with stronger catalysts for AI application penetration gains, and AI application investment gains further.

Accelerating the global application of MMF

In fact, from the second quarter results, the US stock AI application's flagship stock performance is outstanding, AI Marketing $Zeta Global(ZETA.US)$ AI E-commerce surges more than 27% on the first day of results $Shopify(SHOP.US)$ Up 22%, AI Data Management $CommVault Systems(CVLT.US)$ An increase of 18%, AI education $Duolingo(DUOL.US)$ Up 14%, AI Ads $Applovin(APP.US)$ Up 12%, AI Data Analysis+Military $Palantir(PLTR.US)$ An increase of nearly 8%.

Specifically, US stock AI marketing technology company $Zeta Global(ZETA.US)$ Second-quarter revenue growth was strong, up more than 35% year-on-year, with core customer data shining.

As of June 30, 2025, the number of customers at Zeta's scale increased by 21% year-on-year to 567.

Among them, the more capable “supercustomers” grew to 168 from 144 in the same period last year. Average customer unit price (ARPU) for scale customers grew 11% year-over-year to $0.532 million; and ARPU for “super customers” increased by 19% year-over-year to reach an astonishing $1.6 million.

Behind this, is proof of the attractiveness of its AI data marketing platform for large businesses.

Canadian eCommerce Platform $Shopify(SHOP.US)$ Q2 revenue of $2.68 billion, year-on-year growth of 31%. Key Indicators of Real Sales Performance of Scale E-commerce Platforms — Total Commodity Sales (GMS) of USD 87.8 billion, an increase of 29% year-on-year.

Stripping out the eye-popping data of Earnings Reports, Shopify is investing heavily in AI to attract and accommodate more merchants. In May of this year, Shopify launched the AI site builder, which automatically generates an online store by entering just one keyword. Shopify recently released a new set of tools that support shopping with an AI agent.

AI Data Management Company $CommVault Systems(CVLT.US)$ Total revenue for the second quarter reached an all-time high of $0.282 billion, up 26% year-on-year; annual recurring revenue (ARR) grew to $0.996 billion, up 24% year-on-year.

AI Education $Duolingo(DUOL.US)$ Double-beat second-quarter revenue and profit expectations and topped full-year guidance. Quarterly active users (DAU) jumped 40% year-over-year, and DAU growth far outpaced that of MAU, indicating that user engagement is improving significantly.

AI has become the core of business growth and profitability. AI's enhanced subscription service (Multi-Country Max) is the key to absorbing user payments, while the company is revealing that the cost of using AI tools is far lower than expected, directly affecting gross margins. Externally, AI will be used to generate high performance curriculum content, maximizing expansion efficiency.

AI Mobile Advertising Giants $Applovin(APP.US)$ Revenue for the second quarter reached $1.259 billion, up 9% from the previous quarter, exceeding Wall Street consensus expectations.

AppLovin's core competitor, powered by Axon AI, a system that achieves industry-leading conversions through machine learning optimization advertising delivery.

It is worth noting that at the Applovin conference, the management team was very positive about the state of development and future prospects. THE NEW REFERRAL PROGRAM WILL BE LAUNCHED ON OCTOBER 1, 2025 AND AIMS TO RE-ACCELERATE THE INTRODUCTION OF LARGE ECOMMERCE ADVERTISERS. The e-commerce self-service platform, which will come online by the end of the first half of 2026, is expected to unlock the huge advertising needs of SMEs.

AI Data Analysis+Military $Palantir(PLTR.US)$ Unsurprisingly, U.S. Commercial and Business Income grew 93%, Total Revenue surpassed $1 billion, Adjusted Operating Profit Rate 46%, free cash flow rate 57%, and Rule of 40 Index reached 94%.

Palantir's growth was driven by three major trends: the development of data to meet AI application requirements, increased infrastructure investment, and Defense Technology Modernization. Alex Karp, CEO of Palantir, said that AI has a surprising impact on its Business, and for the second time this year's full-year guidance.

What other AI application software stocks are worth paying attention to?

As a result of the consolidation, AI applications are the core of 2025. Currently, AI application software stocks are more common in the US stock market. Futubull is the leading symbol for investors to refer to:

Specifically, the current US equity market AI application stocks mainly include:

AI+ Design: $FIGMA INC(FIG.US)$ 、 $Adobe(ADBE.US)$ ;

AI+ Defense: $Palantir(PLTR.US)$ 、 $BigBear.ai Holdings(BBAI.US)$ ;

AI+ Advertising: $Applovin(APP.US)$ 、 $Meta Platforms(META.US)$ 、 $Alphabet-A(GOOGL.US)$ 、 $Twilio(TWLO.US)$ 、 $The Trade Desk(TTD.US)$ 、 $Digital Turbine(APPS.US)$ 、 $Klaviyo(KVYO.US)$ ;

AI+ Big Data: $Snowflake(SNOW.US)$、 $MongoDB(MDB.US)$ 、 $Confluent(CFLT.US)$ 、 $Oracle(ORCL.US)$ ;

AI+ Security: $Palo Alto Networks(PANW.US)$ 、 $CrowdStrike(CRWD.US)$ 、 $Fortinet(FTNT.US)$ 、 $Datadog(DDOG.US)$ 、 $Cloudflare(NET.US)$ 、 $Rubrik(RBRK.US)$ ;

AI+ Enterprise Services: $Zoom Communications(ZM.US)$ 、 $UiPath(PATH.US)$ 、 $Workday(WDAY.US)$ 、$Salesforce(CRM.US)$ 、 $monday.com(MNDY.US)$ 、 $SAP SE(SAP.US)$ 、 $C3.ai(AI.US)$ 、 $HubSpot(HUBS.US)$ 、 $Gitlab(GTLB.US)$ 、 $Atlassian(TEAM.US)$ 、 $Asana(ASAN.US)$ ;

AI+ Fleet Management: $Samsara(IOT.US)$ ;

AI+ Search: $Elastic(ESTC.US)$ ;

AI+ Office: $Freshworks(FRSH.US)$ ;

AI+ Education: $Duolingo(DUOL.US)$ ;

AI+ E-commerce: $Shopify(SHOP.US)$ 、 $Amazon(AMZN.US)$ ;

AI+ Finance: $Intuit(INTU.US)$ 、 $Intapp(INTA.US)$ ;

AI+ Data Engineering: $Innodata(INOD.US)$ ;

AI+ Voice: $SoundHound AI(SOUN.US)$ ;

AI+ Medical:$Tempus AI(TEM.US)$ 、$Doximity(DOCS.US)$ ;

AI+ Social: $Reddit(RDDT.US)$ 、 $Life360(LIF.US)$ ;

AI+ Website: $GoDaddy(GDDY.US)$ ;

AI+ Games: $Unity Software(U.US)$ 。

From a long-term perspective, AI Technology's emerging Application Industry will benefit as a new growth direction for technology companies.